by Ron Bare
At the end of October, we held a 21-year anniversary celebration event! It was a wonderful evening with great food and friends, an encouraging challenge from Chuck Bentley and amazing musical entertainment from Voices of Lee. In addition, we looked back at the last 21 years of Bare Wealth Advisors and Ron set a great vision for where we hope to head in the coming years. We are committed to helping you have great impact and tell your story intentionally for generations to come. For those of you who were in attendance, we hope you were blessed and inspired. If you could not make it, we missed you!
At our celebration, in addition to the above, we launched a new look and feel for Bare Wealth Advisors! As many of you know, 2021 was our “Year of Intentionality.” We felt that this was the right time to be sure that we were intentionally telling an accurate story of who we are and what we do. We worked through an in depth 6-month process being sure we did this well. We are so excited with the results! We will be sharing more of the details of our rebranding in the coming months through our blogs and social media.
When going through the rebranding process our goal was to listen and think about you and your needs or desires when working with financial professionals. We know one of your biggest desires is to make a difference, an impact – in your families and in our world through causes you support with your time, talent, and your treasure. Knowing that the busyness of life and sometime the worries of this world can get in the way of this kind of living, we are committed to forming trusted partnerships with you to help you plan intentionally and give generously to your impact areas (family and giving decisions). Ultimately, we believe, as many of you do, what we invest into the next generation and charitable causes are what will last well beyond our lifetimes.
Our focus is helping you maximize your impact (with the financial capital you are stewarding) for your family and the causes or good you wish to make on this world as part of your legacy. We do this by providing wealth management and holistic financial planning grounded in Biblical wisdom to encourage generosity, empower vision, and influence the world for good. In the coming months we will continue to share the details of our rebranding including our NEW tagline…”Beyond Abundance.” We look forward to helping you grasp this exciting vision!